Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
I want show discount value in discount account?
For show disccount value in discount account you have to create discount for create discount account follow below steps:
Step 1: Go to administration then go to master
Step 2: Now Go in accounts menu and click on add
Step 3: Create discount account under group indirect expense and save master
For tag Discount account in discount bill sundry follow these steps:
step 1: Go in Administration than go in master
step 2: Go in bill sundry and click on modify
step 3: Choose discount bill sundry and adjust in sale No choose specify account here
step 4: Mention discount account in account head to post and save bill sundry.
For tag Discount account in discount structure follow these steps:
step 1: Go in Administration then go in master
step 2: Go in misc master than go in discount structure
step 3: Go in Modify and choose discount structure
step 4: A/c posting other than sale/purchase yes and tag discount amount
Is there an option to set default accounts for each customer in BUSY?
In BUSY, you can define the vendor account for each customer in the item master. This feature is particularly useful for businesses that have complex relationships with their customers and vendors or when customers have specific vendor accounts associated with their purchases. Here's how you can set up vendor accounts for customers in the item master:
Step 1 :Open BUSY and navigate to the "Item Master" .
Step 2 :Choose the item for which you want to set up vendor accounts for customers. If the item is not already listed, you can create a new item record.
Step 3 :Look for a field or option related to vendor accounts or supplier/customer relationships.
Step 4 :In the vendor account field, you can specify the vendor or supplier account associated with a particular customer.
Step 5 :If you have multiple items or if other items also have customer-specific vendor accounts, repeat the process for each relevant item.
Steps to generate an app password for BUSY to connect to an email account and ensuring proper configuration?
While sending email and getting error that the password is incorrect then open the email configuration and again enter the passowrd of your email id and click on test mail. If Still same issue presists, Then click create the password by opening the Email Id from Google.
Pls Follow the Below Steps for Password creation :
Step 1: Open the Gmail id or any email which has mention in the BUSY for sending the email.
Step 2: Click on setting option
Step 3: Then click on Accounts
Step 4: Then click on Google account setting
Step 5: Then Security
Step 6: Click on Two Step Verification
Step 7: Then you will get the option for app password, there select the other app and mention the name BUSY the click on generate.
Step 8: Copy the generated password and paste it in BUSY email configuration option.
Can I create sub-groups under Account ? If yes, how?
Yes, you can create sub-groups under Account group in BUSY, please follow below steps:
Step 1:In BUSY you can use Account Group Option, by using this you can create sub group under the primary expense group and categorize your expense. To know how to create Account Group can follow these steps:
Step 2: Open BUSY Accounting Software and select the company you want to work with. Then, go to the Administration tab on the top menu bar and click on Masters.
Step 3: Select Account Group option and click on Add.
Step 4: Enter your account group name and set Primary Group as N. Then, select the main expense group name from the drop-down list, such as Expenses (Direct/Mfg.) or Expenses (Indirect/Admn.). Click on Save.
Step 5: Now, when you create an expense master, you can select the account group that you have created and categorize your expense accordingly.
How can I configure the software to display the vendor's PAN number in purchase entries?
You can configure the vendor PAN number to display in the purchase entries.
Pls Follow the Below Steps :
Step 1: Open the vendor account in modify mode and add it PAN Number.
Step 2: Click on Administration
Step 3: Then Configuration
Step 4: Then Master Configuration
Step 5: Select the Master type - Account
Step 6: On Right Side, Go to Master Dropdown List Configuration
Step 7: Mention the no. of fields as 2 if it is already one selected. Maximum you can add 3 fields. Then seelct the PAN number field and width characters. It will show in vendor dropdown during the voucher entry.
Step 8: Another way is to add the PAN number field from the option show additonal information in bottom of list. Enable it and then click on field available tab, Go to the account fields and select the PAN number.
How to manage warehouses and generate warehouse-wise reports in BUSY?
In BUSY, you can create a Material Center master to manage warehouses by following these steps:
Step 1: Go to administration then click on Master menu.
Step 2: Now, select Material center master tab and then click on Add option
Step 3: Provide the material center name ,other details and then save the master.
If you are unable to find the Material Center option in the Master menu, you need to enable the multi Godown inventory feature by following these steps:
Step 1: Go to administration then click on configuration menu
Step 2: Click on feature and option then select inventory tab
Step 3: Now, Enable for Multi Godown Inventory feature and save the configuration.
To Generate Warehouse or material center wise report, follow the below steps:
Step 1: Go to display and then click on Inventory books
Step 2: Choose the Material center register and check the rpeort after specify material center master.
I want the software to calculate GST at the higher rate when two different rates apply. Why is it picking the lower rate automatically?
If you wants to change tax rate on the basis of price in item,follow these steps
Step 1 Go to administartion
Step 2 Go to masters and then tax category
Step 3 Select add tax category or modify existing after backup
Step 4 Now in tax category mention tax rate
Step 5 Enable change tax rate on the basis of price option
Step 6 Now mention price or mrp and then tax rate after which this tax rate will be applied
Step 7 Now save the changes and tag the same category in item master in which you wants to apply tax on the basis of price in vouchers
Step 8 Now you can check according to price the tax will be picked from tax category and will be applied in voucher
Note:Must take backup before making any changes in exisiting data
Is there is any option in BUSY to see my current stock in my item dropdown ?
Yes if you want to see your current stock in item dropdown you can view it by following these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Click on masters configuration then select master type as item
Step 3: Check the master dropdown list configuration in the top right or the configuration
Step 4: Select elements to be shown in list as name and alias or specifically as required
Step 5: Select number of additional fields in dropdown as 2 or 3 as required
Step 6: Now select current stock in name of field and then specify its width and save the changes
Step 7: After that run the regenerate master helpfiles from house keeping menu after the backup of your data
Step 8: Now go to transactions menu and check you will be able to see item current stock in dropdown menu of items.
What is the purpose of the copy master option and how can we copy and paste master in BUSY?
The purpose of the copy master option in BUSY accounting software is to create a copy of an existing master record for easy and quick creation of new records with similar details to copy and paste master Follow these steps:
Step 1: Go to Administration menu and then submenu master and select account or item as per your requirement.
Step 2: Then select modify option then select the master that you want to copy then press enter to open.
Step 3: Then press F12 to copy master, you will see two option duplicate master and copy to clipboard and then select copy to clip board option to copy master.
Step 4: After that go back to master sub menu and select add option to create a new master.
Step 5: Now press Alternate key+F12 to paste copied master and then save it by click on save option.
I want the tax rate to be picked up automatically based on the selling price slab. But the software applies the same rate irrespective of price. How can I configure variable tax rates?
There is no option to specify different more than two tax rate on the basis of price slabs but you can apply two tax rate on then basis of price.If you want to apply different tax rate on the basis of price then you can follow some steps:
Step 1: Go to Administration and then click on Master.
Step 2: Now click on Tax Category and click on Add option.
Step 3: Enter name and type and then enter tax rate in GST Rate Info for IGST,CGST and SGST.
Step 4: Now enable option of Change Tax Rate On the basis of price and specify on which price tax rate will be change.
Step 5: Now specify the Greater or Smaller Equal for Amount and tax rate for IGST,CGST and SGST and Save the master
